Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,904 | $172,111+67.9% | $150,298+92.2% | $137,256+110.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.11% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,682 | $4,636+44.1% | $4,154+60.9% | $4,156+60.8% |
| Participant deferral / active EE | $12,201 | $6,166+97.9% | $5,453+123.8% | $6,407+90.4% |
| Admin fee / account holder | $12,807 | $16,471-22.2% | $14,116-9.3% | $12,270+4.4% |